Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
To choose a plan, it’s important to ask yourself four key questions.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Lifestyle considerations in creating your retirement portfolio.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Make your retirement as exciting as your next vacation.
A bucket plan can help you be better prepared for a comfortable retirement.